AWM
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Altium Wealth Management’s Voya Financial VOYA Stock Holding History

Altium Wealth Management’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,606
Closed -$281K – 364
2019
Q4 		$281K Sell
4,606
-177
-4% -$9.99K 0.03% 229
2019
Q3 		$260K Buy
4,783
+189
+4% +$10.1K 0.04% 229
2019
Q2 		$254K Buy
4,594
+544
+13% +$29.1K 0.04% 234
2019
Q1 		$202K Buy
+4,050
New +$192K 0.03% 262

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Altium Wealth Management's VOYA Position: Q1 2020 in Review

Altium Wealth Management sold out of Voya Financial (VOYA) in Q1 2020, closing a stake of 4,606 shares — an estimated $281K sold.

Altium Wealth Management first reported a position in VOYA in Q1 2019 and held it in 4 quarters. The position peaked at $281K in Q4 2019. 368 funds tracked by Wall St. Rank hold VOYA as of Q1 2020.

  • Altium Wealth Management reported no remaining Voya Financial position as of Q1 2020 after selling out during the quarter.
  • Altium Wealth Management sold 4,606 Voya Financial shares in Q1 2020, an estimated $281K.
  • Altium Wealth Management first reported a position in Voya Financial in Q1 2019 and held it in 4 quarters.
  • Altium Wealth Management's Voya Financial position peaked at $281K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Voya Financial as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.